Reports - Client Review Report

The client review report will help you track any service appointments with default recurrence set up by showing you the service's last service date along with 'Next service due' and 'Day till next service due'.

Case managers and schedulers can use this report to check when the next service should be scheduled. 

To set this up, it will need to be selected in "service type"

Step 1 - Head into the service types section under "other/config"

Step 2 - Navigate to the "default recurrence", where you can set how often you would like this service type to reoccur (in this case, 12 months).

For example, the "Case Management – HCP" service type is generated with a 12-week default recurrence. 

The system will capture this information through the client review report and show you any client that has had an appointment with this service type, and when the ​​next service is due depending on their last service date.

This means the appointment with this service type has to be generated to be captured in this report.

Accessing Client Review Report

To review the upcoming reviews, navigate to the "reports" section in the quick access menu and select "client review report"

Once inside, select the service type from the dropdown menu, in this case, "Case Management - HCP"

Once selected, press "go", and the report will come up